NewEdge Advisors’s Assured Guaranty AGO Stock Holding History

NewEdge Advisors’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.65K	Hold	58	–	–	﹤0.01%	3745
2026 Q1	$4.73K	Hold	58	–	–	﹤0.01%	3610
2025 Q4	$5.21K	Hold	58	–	–	﹤0.01%	3669
2025 Q3	$4.91K	Hold	58	–	–	﹤0.01%	3543
2025 Q2	$5.05K	Hold	58	–	–	﹤0.01%	3407
2025 Q1	$5.11K	Hold	58	–	–	﹤0.01%	3291
2024 Q4	$5.22K	Sell	58 -1	-2%	-$88	﹤0.01%	3228
2024 Q3	$4.69K	Hold	59	–	–	﹤0.01%	3179
2024 Q2	$4.55K	Sell	59 -2,059	-97%	-$161K	﹤0.01%	3125
2024 Q1	$185K	Buy	2,118 +748	+55%	+$63K	﹤0.01%	1867
2023 Q4	$103K	Buy	1,370 +145	+12%	+$9.58K	﹤0.01%	1945
2023 Q3	$74.1K	Hold	1,225	–	–	﹤0.01%	1950
2023 Q2	$68.4K	Buy	1,225 +69	+6%	+$3.67K	﹤0.01%	1990
2023 Q1	$58.1K	Sell	1,156 -92	-7%	-$5.34K	﹤0.01%	1939
2022 Q4	$24K	Buy	+1,248	New	+$74K	﹤0.01%	2061
2022 Q2	–	Sell	-11,109	Closed	-$707K	–	1559
2022 Q1	$707K	Buy	+11,109	New	+$637K	0.01%	748

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

NewEdge Advisors's AGO Position: Q2 2026 in Review

NewEdge Advisors held its Assured Guaranty (AGO) position steady in Q2 2026 at 58 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

NewEdge Advisors first reported a position in AGO in Q1 2022 and has held it in 16 quarters since. The position peaked at $707K in Q1 2022. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

NewEdge Advisors held 58 shares of Assured Guaranty worth $4.65K as of Q2 2026.
NewEdge Advisors left its Assured Guaranty share count unchanged in Q2 2026.
Assured Guaranty made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3745 holding.
NewEdge Advisors first reported a position in Assured Guaranty in Q1 2022 and has held it in 16 quarters since.
NewEdge Advisors's Assured Guaranty position peaked at $707K in Q1 2022.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.